We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2026
Perryman Financial Advisory
Texas
$207K +$196K +771 New
PWP
2027
Parkwoods Wealth Partners
New York
$207K +$196K +770 New
CPG
2028
Cornerstone Planning Group
New Jersey
$206K +$168K +662 +662%
KWMG
2029
King Wealth Management Group
Florida
$205K +$194K +765 New
MUMSS
2030
Mitsubishi UFJ Morgan Stanley Securities
Japan
$205K +$194K +763 New
SFC
2031
Swisher Financial Concepts
Ohio
$204K +$194K +762 New
MSWM
2032
McGlone Suttner Wealth Management
Wisconsin
$204K -$265K -1,045 -58%
KFP
2033
KMG Fiduciary Partners
Ohio
$204K +$193K +760 New
SL
2034
Summitry LLC
California
$204K +$193K +760 New
JF
2035
JMN Financial
Ohio
$204K +$193K +759 New
DI
2036
Disciplined Investors
Texas
$203K +$192K +757 New
TM
2037
Torren Management
California
$202K +$192K +754 New
GHAM
2038
Gilman Hill Asset Management
Connecticut
$201K +$191K +750 New
BBA
2039
Braun-Bostich & Associates
Pennsylvania
$201K +$190K +749 New
WCP
2040
Wick Capital Partners
Pennsylvania
$200K +$190K +747 New
BFG
2041
Beacon Financial Group
Texas
$200K +$190K +746 New
OWA
2042
Opal Wealth Advisors
New York
$200K +$190K +746 New
CCM
2043
Colorado Capital Management
Colorado
$196K – – –
OW
2044
Olistico Wealth
Oklahoma
$195K -$160K -629 -46%
RBC
2045
Roble Belko & Company
Pennsylvania
$195K – – –
OC
2046
Oakworth Capital
Alabama
$193K -$44.7K -176 -20%
RFS
2047
Richardson Financial Services
Massachusetts
$186K +$111K +437 +171%
WPA
2048
Wealth Preservation Advisors
Tennessee
$185K +$26.4K +104 +18%
SWM
2049
SHP Wealth Management
Massachusetts
$184K +$174K +684 New
PK
2050
Pflug Koory
Nebraska
$181K -$5.08K -20 -3%
80 81
82
83 84